Insights

Expanding Market Reach BizEquity’s partnerships with major financial institutions like TD Bank, UBS, and Goldman Sachs indicate strong adoption among large banking and advisory firms. This creates an opportunity to propose tailored solutions or premium service tiers to additional institutional clients seeking streamlined business valuation tools.

Innovative Product Suite Recent launches such as the Industry Finder NAICS Search tool and the AI-powered valuation features demonstrate BizEquity’s commitment to innovation. Sales efforts can focus on emphasizing these advanced capabilities to financial professionals aiming to stay competitive with cutting-edge solutions.

Strategic Collaborations The partnership with Capitaliz Solutions highlights BizEquity’s focus on strategic alliances to enhance service offerings. This suggests potential sales opportunities through co-marketing or integration with complementary platforms for advisory firms seeking comprehensive business insights.

Growth and Funding Potential With an annual revenue between $25M and $50M and over 850 professional advisory firms as clients, BizEquity shows strong market traction. Targeting scaled advisory networks or specialized financial services firms could unlock new revenue streams and expansion channels.

Technology Leadership Utilization of a modern tech stack including cloud-based infrastructure and cutting-edge analytics tools positions BizEquity as a leader in fintech innovation. These technological advancements present opportunities to upsell premium features or integrations to forward-thinking financial service providers.

BizEquity Tech Stack

BizEquity uses 8 technology products and services including Webpack, Google Fonts API, imagesLoaded, and more. Explore BizEquity's tech stack below.

  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • imagesLoaded
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • reCAPTCHA
    Security
  • Piwik
    System Analytics & Monitoring
  • Twitter
    Widgets
  • Facebook
    Widgets

Media & News

BizEquity's Email Address Formats

BizEquity uses at least 1 format(s):
BizEquity Email FormatsExamplePercentage
FLast@bizequity.comJDoe@bizequity.com
67%
First@bizequity.comJohn@bizequity.com
22%
Last@bizequity.comDoe@bizequity.com
6%
FirstL@bizequity.comJohnD@bizequity.com
5%

Frequently Asked Questions

Where is BizEquity's headquarters located?

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BizEquity's main headquarters is located at 510 Walnut Street 400 Philadelphia, Pennsylvania United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is BizEquity's phone number?

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You can contact BizEquity's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BizEquity's official website and social media links?

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BizEquity's official website is bizequity.com and has social profiles on LinkedInCrunchbase.

What is BizEquity's SIC code NAICS code?

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BizEquity's SIC code is 8732 - Commercial Economic, Sociological, and Educational Research NAICS code is 52 - Finance and Insurance.

How many employees does BizEquity have currently?

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As of March 2026, BizEquity has approximately 25 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Valuation Officer: S. G.Chief Technology Officer: J. B.Chief Financial Officer: P. C.. Explore BizEquity's employee directory with LeadIQ.

What industry does BizEquity belong to?

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BizEquity operates in the Financial Services industry.

What technology does BizEquity use?

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BizEquity's tech stack includes WebpackGoogle Fonts APIimagesLoadedModernizrreCAPTCHAPiwikTwitterFacebook.

What is BizEquity's email format?

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BizEquity's email format typically follows the pattern of FLast@bizequity.com. Find more BizEquity email formats with LeadIQ.

When was BizEquity founded?

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BizEquity was founded in 2010.

BizEquity

Financial ServicesPennsylvania, United States11-50 Employees

BizEquity's valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. 

Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity’s cloud-based platform to deliver greater value to their clients, differentiate their services,  generate additional revenue streams, and connect with prospective clients. 

What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquity's software.

Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth.

Visit our site at www.BizEquity.com

Or request a demo at https://www.bizequity.com/get-a-demo/

Section iconCompany Overview

Headquarters
510 Walnut Street 400 Philadelphia, Pennsylvania United States
Phone number
SIC Code
8732 - Commercial Economic, Sociological, and Educational Research
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    BizEquity's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    BizEquity's revenue is estimated to be in the range of $25M$50M

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